LeadSimple Custom Fields Explained (and Why They Matter for PMs) скачать в хорошем качестве

LeadSimple Custom Fields Explained (and Why They Matter for PMs)

In this video, Benjamin and and the BSG team dive deep into the world of custom fields—what they are, how to use them effectively, and why they matter beyond just property management. Whether you're building out workflows in LeadSimple or streamlining any area of your business, understanding custom fields can unlock a whole new level of process efficiency. We’ll explore: • The difference between custom and native fields • How to organize data across Leads, Properties, Units, and Contacts • Using conditional logic (yes, we reference If You Give a Mouse a Cookie) • How to avoid process chaos with smart field structure • Real-world automations using Slack, Google Drive, and Zapier If you’re tired of keeping everything in your head and ready to scale with smarter systems—this one’s for you. 🔥 Want more nerdy process goodness? Join our free community for property managers and operations pros: http://processesmadesimple.io/ 🚀 Get Benjamin’s best insights delivered weekly: https://benjaminserven.com/newsletter 🖤 Ready to transform your operations? Book your free strategy session today: https://blacksheepglobal.net/